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APPLICATIONS & FORMS

If you would like to invest in Loomis Sayles Funds, you may download and print the appropriate account application below.

For more information on share classes, shareholder services, and other ways to purchase Loomis Sayles Funds, go to How to Invest.

It is important to read the prospectus carefully before you invest.

For annual tax information, please click here.

Y shares are only available to certain institutional investors. Please click here for other share classes.

New Account Applications
Loomis Sayles Fund Application - N, Institutional and Retail Classes M-LS03
Natixis Fund Application - N and Y Classes (APY01)
Natixis Fund Application - A and C Classes (AP01)
IRA Booklets and Applications
SEP IRA Employee Forms Booklet M-LS05
Traditional IRAs, Roth IRAs and Rollover IRAs Application M-LS02
Natixis IRA Application - A and C Classes IR24
Additional Forms
Account Options M-LS10
Certificate of Authorization M-LS38
Change of Registration M-LS33
Cross Share Exchange M-LS20
IRA Beneficiary M-LS14
IRA Distribution M-LS15
Name Change M-LSSH38
Power of Attorney M-LS04
Transcript Request Form
Transfer on Death Agreement M-LS11
IRA Recharacterization M-LSRP299
IRA RMD M-LS28
Cost Basis Election Form M-LSCB01
Redemption Request Form M-LSSH326
Reading Form 1099-B
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